Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.
As investors consider how to weather the storm of trade wars, Ben Lofthouse explains that diversification – among sectors, regions and currencies – is crucial.
Stephen Deane, Portfolio Manager on the Global Emerging Market Equities Team, discusses findings from a recent research trip to India.
Research Analyst Josh Cummings discusses the recent outperformance of retail stocks, but says he’s still cautious about the industry long term.
With political wrangling roiling expectations, Ben Lofthouse, Head of Global Equity Income, discusses its impact and his outlook in a short video update.
Alex Crooke, Co-Head of Equities, reflects on the likely impact of U.S. tax reform, potential trade wars and his expectations for the remainder of 2018.
Andrew Gillan, Head of Asia ex-Japan equities, shares his expectations for the performance of Asian equities over the remainder of the year.
The managers at Perkins explain why value stocks appear poised to outperform, but caution that investors should be mindful of overly levered balance sheets.
Like retailers, banks are moving from brick-and-mortar networks to digital experience as in-app transactions increasingly usurp in-branch visits.
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
Director of Research Carmel Wellso talks to MarketWatch about why it’s premature to expect a recession this year or next.
Glen Finegan, Head of Global Emerging Market Equities, discusses the importance of the timeless forces driving human behavior, markets and asset prices.
Lofty valuations for growth stocks and rising interest rates suggest a turning point may be coming that favors high-quality, defensive-oriented value stocks.